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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,722 | $168,626+26.2% | $133,698+59.1% | $145,897+45.8% |
| Participation rate | 57.1% | 80.4%-23.2pp | 76.4%-19.3pp | 80.3%-23.2pp |
| Annual return | 12.34% | 1168.99%-1156.6pp | 580.90%-568.6pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,204 | $5,290-77.2% | $4,218-71.4% | $4,663-74.2% |
| Participant deferral / active EE | $11,416 | $8,688+31.4% | $7,016+62.7% | $6,689+70.7% |
| Admin fee / account holder | $8,145 | $9,638-15.5% | $6,703+21.5% | $13,390-39.2% |